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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (24891)5/12/2000 9:48:00 AM
From: Berk   of 25960
 
Bob, like you, I believe that we are in a very strong up cycle that will last for some time to come. My reasoning is simply that as semi technology becomes more pervasive it would seem that the cycle would become more extended in time. With that thought in mind would it somehow explain the diversity in performance within the semi equip sector? On this thread we are all well aware of CYMI's poor showing but there is also LRCX, KLAC and ASML, none of which are minor players (I would look for the low tier to move at the end of the cycle). I don't think relative valuations explain the disparity (look at ASYT, PRIA, etc) regardless of the metric. I would appreciate any thoughts that you might have. TIA
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